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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,331 | $102,393-86.0% | $147,041-90.3% | $80,911-82.3% |
| Participation rate | 80.4% | 75.9%+4.5pp | 82.2%-1.8pp | 67.6%+12.7pp |
| Annual return | 11.39% | 134.95%-123.6pp | 419.21%-407.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,680 | $3,715-54.8% | $4,935-66.0% | $2,756-39.0% |
| Participant deferral / active EE | $2,851 | $6,647-57.1% | $8,071-64.7% | $4,297-33.6% |
| Admin fee / account holder | $528 | $7,943-93.4% | $13,006-95.9% | $6,935-92.4% |